How Boldt Real Estate Improved Targeting & Automation with Breeze Intelligence

While inbound interest was steady, Boldt Real Estate lacked the visibility to understand which companies were actively researching their services and moving toward a buying decision. Without clear intent signals, sales and marketing efforts were spread thin.

Operating in a complex, high-value industry, Boldt Real Estate's ideal customers are highly targeted. Sales cycles are long, and relationships play a crucial role. Generic outreach or using broad buyer intent signals weren’t driving the required results. They needed a way to pinpoint interest early in the buyer journey and focus their efforts accordingly.

At the time, they were using ZoomInfo for data and intent, but the tool wasn’t delivering real impact. Data sat outside their CRM, creating disjointed workflows and operational silos. Valuable time was being lost manually cross-referencing reports, updating records, and chasing cold leads.

To address this, Boldt Real Estate needed to:

• Surface real-time interest signals
• Automatically score leads and simplify enrichment
• Reduce manual data handling
• Consolidate their stack inside HubSpot

With support from Six & Flow, Boldt Real Estate implemented Breeze Intelligence, a native HubSpot tool that surfaces real-time buying intent and enriches CRM records automatically. By bringing intelligence and outreach into one fully integrated system, the team gained faster decision-making capabilities, more precise targeting, and significantly less manual work.

Because Breeze is built directly into HubSpot, the transition was seamless. Boldt Real Estate no longer has to juggle external platforms or manually sync disconnected tools – everything they need now lives inside their CRM.

Six & Flow provided hands-on onboarding and strategic support throughout the rollout, helping Boldt Real Estate move beyond basic setup to fully embed Breeze into their lead management and sales enablement processes.

A Smarter, More Strategic Intent Framework

Boldt Real Estate serves a specialised segment of the real estate market, where their ICP is tightly defined, sales cycles are long, and purchase decisions are high-stakes. That made it essential to focus their resources on the right accounts – those that showed genuine interest and aligned closely with their service offerings.

Together with Six & Flow, Boldt Real Estate developed a targeted intent strategy around three core market segments, leveraging a combination of HubSpot’s industry categorisation and Breeze’s custom keyword tracking. They also geographically constrained tracking to ensure that only U.S-based opportunities surfaced. 

Initially, intent tracking focused on high-value areas like services, project profiles, and case studies. However, after early data suggested limited coverage, tracking was expanded across the entire website, including campaign-specific landing pages, significantly increasing both signal quality and volume. Breeze now flags companies based on recency and frequency of engagement, giving Boldt Real Estate's team a far more accurate view of interest levels.

Data Enrichment

Once intent signals were established, Boldt Real Estate used Breeze’s enrichment capabilities to enhance CRM records automatically. Rather than enrich indiscriminately, the team introduced checks and balances to stay efficient.

Enrichment triggers included:

• Form submissions on key landing pages
• Contacts and companies meeting pre-qualified thresholds
• Named target account lists from marketing and sales
  
  

To reduce credit waste, Boldt Real Estate adopted coverage previews before enriching, helping the team verify which records truly needed enhancement. This disciplined approach ensured high data hygiene and surfaced new mid-level influencers (e.g. VPs, Directors) who often play key roles in long sales cycles.

Lifecycle Automation & Lead Scoring Alignment

With accurate and enriched data flowing into HubSpot, Boldt Real Estate restructured its lead scoring and lifecycle automation models. This helped them shift from reactive to proactive lead management.

• Breeze intent data now feeds directly into their lead scoring model, triggering lifecycle stage updates without manual input.
• Stakeholders receive real-time alerts when target accounts show buying signals, so they can act quickly and confidently.
• Customised dashboards provide shared visibility into pipeline activity across both the healthcare and senior living portals, keeping both verticals aligned while respecting their unique workflows.
  
  

What used to be a manual, error-prone process is now automated, trackable, and reliably synced across the team.

Sales Enablement and Personalisation

Sales no longer need to chase cold leads or rely on gut feeling. With intent and enrichment data combined, reps are armed with actionable insight before they even pick up the phone.

• When a target account views specific content, like project development services or financing options, sales receives alerts and can tailor follow-ups accordingly.
• Instead of generic emails, reps now send personalised outreach aligned to the buyer’s demonstrated interests, shortening the time to first conversation.

Breeze has also uncovered new behavioural patterns, such as increased engagement from new industries – data that’s now informing Boldt Real Estate's broader market strategy.